oil hydronics service certification...oil hydronics service certification certification information...
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OIL HYDRONICS SERVICE CERTIFICATION Certification Information
Scope - Tests a candidate's knowledge of the installation, service, maintenance, and repair of hot water heating systems. System sizes are
limited to 400,000 BTU or less heating capacity.
Qualifications This is a test and certification for TECHNICIANS in the HVAC industry. The test is designed for top level service
technicians. This test for certification is not intended for the HVAC system designer, sales force, or the engineering
community. To become NATE-certified, you must pass this specialty and a CORE SERVICE exam. Once certification is
obtained it lasts for five years.
This test will measure what 80% of the Oil Hydronics candidates have an 80% likelihood of encountering at least once
during the year on a NATIONAL basis.
Suggested requirement is two years of field experience working on Oil Hydronics systems as a service technician and
technical training for theoretical knowledge.
Test Specifications Closed Book 2.5 Hour Time Limit 100 Questions Passing Score: PASS/FAIL
Listed are the percentages of questions that will be in each section of the Oil Hydronics exam.
SECTION AREA DESCRIPTION SECTION PERCENTAGE Installation 20%
Service 45%
Components 25%
Applied Knowledge 10%
Oil Hydronics Industry References The reference materials listed below will be helpful in preparing for this exam. These materials may NOT contain all of the information
necessary to be competent in this specialty or to pass the exam.
• American National Standards Institute (ANSI) / Air Conditioning Contractors of America (ACCA) Manuals - Latest Edition
“D”, “J”, “QI” - Quality Installation, and “S”
• ACCA Manuals “T” and “RS” - Latest Editions
• ACCA Residential Duct Diagnostics and Repair - Latest Edition
• AHRI-Hydronics Section-IBO/RAH Latest Edition
• International Energy Conservation Code - Latest Edition with Addendum
• International Mechanical Code - Latest Edition with Addendum
• International Plumbing Code - Latest Edition with Addendum
• Uniform Mechanical Code - Latest Edition with Addendum
• Specification of Energy-Efficient Installation and Maintenance Practices for Residential HVAC Systems developed by
Consortium for Energy Efficiency (CEE) - Latest Edition with Addendum
• ASHRAE Standard-62.2 - Latest Edition with Addendum
• ANSI / ASHRAE Standard-152-2004 - Latest Edition with Addendum
• ENERGY STAR™ Home Sealing Standards - Latest Edition with Addendum
• American National Standards Institute (ANSI) / Sheet Metal and Air Conditioning Contractors’ National Association, Inc.
(SMACNA) Manuals
HVAC Duct Construction Standards - Metal and Flexible
• Sheet Metal and Air Conditioning Contractors’ National Association, Inc. (SMACNA) Manuals
Fibrous Glass Duct Construction Standards, Residential Comfort System Installation Standards Manual, and
HVAC Air Duct Leakage Test Manual
Passing Score Development Process The passing scores for the NATE tests were established using a systematic procedure (a Passing Score Study). This procedure employed the judgment of
experienced HVAC professionals and educators representing various HVAC specialties and geographical areas. The passing scores were set using
criteria defining competent performance. The passing score for different test forms may vary slightly due to the comparative difficulty of the test
questions.
Exam Copyrights All testing documents and questions are the copyrighted property of North American Technician Excellence Inc.-NATE. It is forbidden under federal
copyright law to copy, reproduce, record, distribute or display these documents or questions by any means, in whole or part, without written permission
from NATE. Doing so may subject you to severe civil and/or criminal penalties, including imprisonment and/or fines for criminal violations.
Suggested Retail Price: $240
Heating - Hydronics - Oil
Service
INSTALLATION
INSTALLING OIL BOILERS
SELECTING OIL TANK LOCATION
Locating oil tanks outdoors - above ground
Locating oil tanks outdoors - below ground
Locating oil tanks in basements
SELECTING OIL BOILER SITES
Locating boilers in attics
Locating boilers in crawlspaces
Locating boilers in closets
Locating boilers in basements
Locating boilers in utility rooms
Locating boilers in garages
Locating packaged rooftops with boilers
Locating boilers outdoor
PLACEMENT OF BOILERS
How to place boilers in attics
How to place boilers in crawlspaces
How to place boilers in closets
How to place boilers in basements
How to place boilers in utility rooms
How to place boilers in garages
How to place packaged rooftops with boilers
How to place boilers outdoor
INSTALLATION OF UTILITIES
Installation of oil supply
Installation of oil returns
Wiring oil boilers
INSTALLATION OF METAL VENTING SYSTEMS
Determination of routing
Cutting of metal vent systems to proper length
Assembly of metal vent systems
Securing of metal vent systems
Installing power venting equipment
INSTALLATION OF COMBUSTION AIR INLET ACCESSORIES
Combustion air inlets in confined spaces - attics
Combustion air inlets in confined spaces - basements
Combustion air inlets in confined spaces - closets
Combustion air inlets in confined spaces - crawlspaces
Installation of powered combustion air intakes
SIZING OIL BOILERS
Sizing for structure capacity
Sizing for domestic water capacity
Sizing for radiant capacity
Sizing for total capacity
Sizing for snow melt capacity
DUCT INSTALLATION FOR HOT WATER HEATING SYSTEMS
DUCT FAB EQPMNT - INSTALL/REPAIR DUCTS TO HW COILS
Ductboard tools - 90 V-groove, end cutoff, female shiplap, hole cutter, stapler, etc.
Flex tools - tensioning strap tools, knives, etc.
Metal tools - metal snips, sheers, benders, breaks, hand formers, calipers, rulers, stapler, etc.
FIELD CONSTRUCTION/INSTALL - CONNECTING HW COILS
Ductboard installation technique
Techniques for joining dissimilar duct
Duct of alternate materials - wood, aluminum, etc.
INSTALL/REPAIR METAL DUCT - CONNECTING HW COILS
Assembly methods for rectangular duct
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Installation technique - rectangular metal
Assembly methods for round duct
Installation technique - round metal
Hanging ductwork
Sealing metal duct
Insulation - internal and external, vapor barriers
Assembling for low noise and low pressure drop
INSTALL/REPAIR FLEXIBLE DUCT - CONNECTING HW COILS
Assembly methods - appropriate length
Flexible duct joints
Hanging flexible duct
Installation technique - flex duct
Sealing flexible duct
INSTALL/REPAIR DUCTBOARD - CONNECTING HW COILS
Assembly methods for ductboard - supports
Installation technique - ductboard
Hanging methods for ductboard
Sealing ductboard
INSTALL GRILLE, REGISTER, DIFFUSER, DAMPER-HW COIL
Mounting to ductwork
Securing methods
CHASES USED AS DUCTS FOR HW COILS
Floor joists as air ducts
Vertical chases
REPAIR DUCT WHEN REPLACING EQUIPMENT - HW COILS
Reconnecting metal duct
Reconnecting flexible duct
Reconnecting ductboard duct
INSTALL/REPAIR OF PLENUMS & DUCT - HW COIL SYSTEMS
Sizing plenums for physical fit
Types and styles of plenums selected
Insulation of plenums and ducts
HYDRONIC COMPONENT INSTALLATION
INSTALLATION OF HEATING COMPONENTS (EMITTERS)
Sizing and placement of baseboard units
Sizing and placement of kickspace heaters
Sizing and placement of unit heaters
Sizing and placement of duct mounted heating coils
Sizing and placement of hot water coil air handlers
Sizing and placement of heating units
Sizing and placement of air vents (manual or auto)
Sizing and placement of domestic hot water heating
Sizing and placement of radiant panels-floor and ceiling
Sizing and placement of radiators
Sizing, placement, and conversion of steam radiators to hot water radiators
Sizing, placement, and conversion of steam systems to hot water systems
INSTALLATION OF COMPONENTS
Location, selection, and sizing of circulators
Location and sizing of Expansion tanks
Location of Air Separators
Location of Pressure Reducing Valve
Location of Backflow Preventer
Location and sizing of Relief Valves
Location of Zone Valves
Location of Flow Check Devices
Location of indirect hot water heating
Location and placement of heat emitters
Location of Low water cutoffs
Location of manual reset aquastats
INSTALLATION OF PIPING SYSTEMS
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Installation of Series-loop system
Installation of One-pipe system
Installation of Two-pipe system (Reverse return)
Installation of Two-pipe system (direct return)
Installation of Primary-secondary piping system
Installation of multiple zone systems
Installation of system bypass and boiler bypass piping
Installation of Indirect Water Heaters
Installation of Low Water Cutoffs
Installation of direct water heaters
Installation and selection of antifreeze solutions
INSTALLING ACCESSORIES
INSTALLING THERMOSTATS
Locating and mounting
Wiring electromechanical thermostats
Wiring electronic thermostats
Programming of electronic thermostats
Installation of Outdoor Reset Controls
INSTALLING HUMIDIFIERS
Installing humidifiers
Wiring humidifiers
Controlling humidifiers
INSTALLING ELECTRONIC AIR CLEANERS
Installing electronic air cleaners
Wiring electronic air cleaners
Controlling electronic air cleaners
START-UP AND CHECKOUT
PRE-START PROCEDURE
Oil supply and proper shutoff
Electrical
Adequate combustion air provisions
Venting system
Coils connected to ducted systems
Condensate system
Filling and purging boiler and piping system
START-UP PROCEDURES AND CHECKS
Voltage checks
Check thermostat and set heat anticipator
Motor checks
Water circulation checks
Airflow checks for coils connected to ducted systems
Check call for heat sequences
Oil supply checks including purging fuel lines
OIL BURNER ADJUSTMENTS
Unit preparations
Nozzle checks
Electrode adjustments
Air adjustment at burner
Adjusting oil pressure
Adjusting draft
Checking smoke readings
Smoke vs. Carbon Dioxide graph
Final adjustments
Measuring stack temperature
Checking ignition
Checking pump cutoff
COMBUSTION CHECKS
Flame checks
Stack temperature check
Carbon Dioxide checks
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Smoke test
Overfire draft check
Breech draft check
Oxygen checks
Efficiency check
Burner motor checks - output pressure, amp draw, etc.
Supply and return airflow checks
LEAK DETECTION TOOLS
Pressurization for leak detection
AIRFLOW - DUCTED SYSTEMS W/ HOT WATER COILS
AIRFLOW VELOCITY MEASUREMENTS
Pitot tube and manometer in measuring static pressure
Discharge velocity equipment
Velometer - electronic and mechanical
Anemometer
Velocity measurement procedures
Gauge calibration
Velocity
AIRFLOW PRESSURE MEASUREMENTS
Overview of static pressure measurements
Inclined manometer
Diaphragm type differential pressure gauge
U-tube manometer
Electronic manometer / pressure measurement
Gauge / meter calibration
Absolute vs. Gauge Pressure
Static pressure
Air pressure measurement terminology
Velocity pressure
Total pressure
AIR VOLUME MEASUREMENTS
Airflow hood
Formulae for determining CFM of air
Formulae for weight of air
Locations for air volume measurements
Airflow volume - CFM / SCFM (Static CFM)
WATER MEASUREMENTS
WATER PRESSURE MEASUREMENTS
Pressure Requirements
Pump head
Static fill pressure
Pressure Drop
WATER VOLUME MEASUREMENTS
GPM Requirements
TEMPERATURE MEASUREMENTS
Temperature Rise
Temperature Drop
FREEZE PROTECTION FLUID
Checking and correcting acidity
OIL BURNER COMBUSTION SETUP TOOLS
OIL PRESSURE MEASUREMENTS
High pressure dial gauges
Vacuum dial gauges
FLUE GAS ANALYSIS
Draft gauge
Smoke tester
Carbon Dioxide analyzer
Combustion efficiency slide rule
Stack Thermometer
LEAK DETECTION - CO
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Carbon Monoxide detector - electrical
Carbon Monoxide detector - manual
SETUP
Nozzle wrench
Oiling cans
Electrode/Nozzle gauge
Flame mirror
SERVICE
PLANNED MAINTENANCE
SYSTEM MECHANICAL PM CHECKS
Filter-check and change
Lubrication
Cabinet care
Fan blades / blower scroll
Oil connections
Flue / vent stack inspection
Combustion air supply
Duct inspection for systems with hot water coils installed in ducts
Heat exchanger - inspection, cleaning, replace gaskets etc
Burner assembly
System airflow
Oil tank
Combustion tests
Combustion chamber inspection
Barometric regulator
Combustion air supply
Expansion Tank
Water Treatment
Circulators
BURNER MECHANICAL PM CHECKS
Oil lines / connections
Combustion air supply check and adjustment
Nozzle replacement
Oil pump-pressure, vacuum etc
Pump strainers
Oil filter cleaning and cartridge replacement
Electrodes - clean, inspect and adjust
Ohm cad cell and clean
Combustion head
Transformers
Burner motor
ELECTRICAL PM CHECKS
General wiring
Power burner operation
Burner motor operation
Air distribution blower motor
Boiler operating sequence
Thermostat calibration and operation
Fan switch and high limit control
Limit controls operation
Aquastat operation
Low Water Cut Off (LWCO) Operation
DIAGNOSTICS AND REPAIR
TROUBLESHOOTING SEQUENCE OF OPERATION
Check for proper sequence of operation
Interpreting system fault during sequence interruption
ANALYZING REPORTED SYMPTOMS
Insufficient / no heat
Short cycle
Humidity problems
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Drafty
Noise problems
System runs continuously
High utility bills
Wide swings in room temperatures
Air quality - odors, fumes, etc.
Noisy conditions due to air in piping
ANALYZING COMBUSTION
CO2 and O2 checks for efficiency
Interpreting a smoke test
Balancing excess air and the smoke test
Diagnosing air leaks and efficiency loss
Diagnosing low draft-stack, overfire
Diagnosing excessive draft-stack, overfire
Diagnosing excessive draft on off cycle
Interpreting steady state efficiency measurements - stack loss calculations
Interpreting oxygen content for combustion diagnostics
SYSTEM AIR SIDE DIAGNOSTICS - SYSTEMS W/ HW COILS
Temperature checks
Checking system static pressure
Checking total CFM
Checking supply CFM at registers and diffusers
Checking return CFM
Checking for leaks in supplies
Checking for leaks in returns
ELECTRICAL CIRCUIT CHECKS
Supply voltage
Supply air blower
High voltage transformer
Low voltage transformer
Power burner
Room thermostat
Electronic controllers - input / output
ELECTRICAL COMPONENT CHECKS
Thermostat
High voltage transformers
Low voltage transformers
Oil burner motor
Electrodes
Flame sensor/cad cell
Overcurrent protection
Relays and contactors
Capacitor - Burner Motor
Limit control-high temperature
Door interlock switch
Burner motor
Stack switches-flame proving
Circulators
Zone Valves
Boiler water controls (high limit, low limit, and operating)
Low water cut off
Flow switch
REPAIR EXCLUDING POWER BURNER
Electrical wiring
Flue stack / venting system
Combustion chamber-lining
Oil lines
Shafts, bearings, mounts etc
Circulators - shafts, bearings, mounts, etc.
Piping repair
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REPAIR - POWER BURNERS
Output pressure adjustment
Bleeding air
Cleaning burner - end cone, blower wheel, blast tube, etc.
Clean and adjust electrodes
COMPONENT REPLACEMENTS
High voltage transformers
Low voltage transformers
Flame retention heads
Electrodes
Nozzle
Combustion chamber
Heat exchanger
Oil burner blower
Relay and Contactors
Motor, shaft, and wheel-Burner, Pumps, etc.
Capacitors
Oil pump-Fuel Unit
Safety circuit switches-limit
Barometric damper
Primary control
Cad cells
Blast tubes
Fan and limit switches
Circuit boards – fan
Circulators
Zone Valves for non-radiant systems
Zone Valves for radiant systems
Boiler water controls
Bearing Assemblies
Low Water Cut Off (LWCO)
Indoor/Outdoor Resets
Modulating Valves
Mixing Valves
Boiler Protection
VENT SYSTEM CHECKS
Checking draft
Correcting insufficient draft
Checking for leaks
Checking for obstructions - vent connection and chimney
DIAGNOSING OIL COMBUSTION PROBLEMS
Overheated nozzle
Sooting
Discolored flame
Intermittent flame
Partial burner flame-low viscosity
Delayed ignition - puffback
Carbon build up
Retention head burnoff
Trip on high limit-overfiring
Carbon Monoxide
Off center burn
Airtube burn-off
Nozzle afterdrip
Lack of ignition
Afterburn
Low capacity-clogging, oil supply contamination
SYSTEM WATER SIDE DIAGNOSTICS
Temperature checks
Checking system water pressure
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Checking zone valve operation
Checking supply GPM
Checking for leaks in supplies
Checking for leaks in returns
Checking low water cutoffs
Checking flow control valves
Checking mixing valves
Checking relief valves
OVERVIEW OF ELECTRICAL TROUBLESHOOTING
LOW VOLTAGE CIRCUITS
Voltage tests
Control string analysis
Understanding the logic of low voltage troubleshooting
Troubleshooting equipment with electronic devices
Troubleshooting with schematics
Troubleshooting without schematics
Current tests
Equipment continuity tests
Ground tests
LINE VOLTAGE CIRCUITS
Voltage tests
Current tests
Component tests
Circuit tracing line voltages
Troubleshooting with schematics
Troubleshooting without schematics
Equipment continuity tests
Ground tests
AIR BALANCING FOR SYSTEMS WITH HOT WATER COILS
GATHERING DESIGN INFORMATION
Interpreting system design
Interpreting specifications
Interpreting equipment information
Interpreting control data
Modifying system design
PREPARATION OF SYSTEM FOR AIR TESTS
Locating registers, grilles, equipment, controls, and dampers in building walkthrough
Setting dampers for tests
Setting thermostat for tests
Checking for proper fan pump operation and rotation
Checking for proper static pressure and temperature
PROCEDURES FOR CONDUCTING AIR TESTS
Measurements of each supply outlet - total readings
Measurements of each return inlet - total readings
MAKING ADJUSTMENTS
Adjust airflow to achieve required total airflow
Re-measure total supply and return grille airflow
Adjust dampers to obtain design airflow
Re-measure total airflow to verify that it is within +/- 10%
FINAL TEST
Comparing manufacturer's equipment information with test results
Record sheave, pulley, and belt sizes data
Test and record full load motor amperes
Test and record voltage
Test and record motor and fan RPM
Test and record supply and return static pressures
Test and record supply and return air temperatures - heat and cool
COMPLETION OF APPROPRIATE FORMS
HVAC system report
System diagrams
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Duct traverse or data pulley forms
Instrument list - including calibration dates
WATER BALANCING
GATHERING DESIGN INFORMATION
Interpreting system design
Interpreting specifications
Interpreting equipment information
Interpreting control data
Modifying system design
PREPARATION OF SYSTEM FOR WATER TESTS
Locating equipment and controls building walkthrough
Setting equipment and controls for tests
Setting thermostat for tests
Checking for proper pump operation and rotation
Checking for proper pressure and temperature
PROCEDURES FOR CONDUCTING WATER TESTS
Measurements of each supply outlet - total readings
Measurements of each return inlet - total readings
MAKING ADJUSTMENTS
Adjust flow to achieve required total flow
Re-measure total supply and return flow
Adjust valves to obtain design flow
Re-measure total flow to verify that it is within +/- 10%
FINAL TEST
Comparing manufacturer's equipment information with test results
Record equipment data
Test and record full load motor amperes
Test and record voltage
Test and record motor and pump RPM with visible components
Test and record supply and return pressures
Test and record supply and return temperatures - heat and cool
COMPLETION OF APPROPRIATE FORMS
HVAC system report
System diagrams
Instrument list - including calibration dates
BASIC HVAC SYSTEM ANALYSIS
NOISE PROBLEMS
Interpreting supply / return water volume
Noise problems
Pump cavitation
Oil canning
Motor / belt noise
Vibration
HIGH UTILITY BILLS
Interpreting supply / return water temperature
Interpreting supply / return water volume
Evaluating Leakage
Evaluating Insulation
Envelope infiltration
Thermostat location and adjustment
WIDE TEMPERATURE SWINGS
Interpreting supply / return water temperature
Interpreting supply / return water volume
Interpreting Leakage
Interpreting Insulation
Envelope infiltration
Thermostat air sensing
SINGLE AREA IS HOT OR COLD
Interpreting supply / return water temperature
Interpreting supply / return water volume
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Evaluating Leakage
Evaluating Insulation
Envelope infiltration
Thermostat air sensing
Zone Valves
Circulator
Circulator controls
Venting
Variable speed pumps
Multi-zone controls
Set point boiler protection
INDOOR AIR QUALITY
Number of air changes per hour
Odor control
Contaminants
Humidity
ANALYZING REPORTED SYMPTOMS IN HEATING
IMPROPER HEATING
Interpreting supply / return water temperature (TD)
Interpreting supply / return water volume
Interpreting system sizing
Evaluating leakage
Temperature Drop/Rise of air in ducted hot water coil systems
Zone Valves
Circulators
Circulator controls
Outdoor Reset Control
Venting
HUMIDITY PROBLEMS
Interpreting Low Humidity
Interpreting High Humidity
Interpreting Correct Humidity
DRAFTY
Interpreting supply / return water and air temperature
Interpreting supply / return water and air volume
SYSTEM COMPONENTS
INTRODUCTION TO BASIC SYSTEMS & COMPONENTS
HEAT TRANSFER
Fundamentals of heat transfer
Psychrometrics
BOILER CONFIGURATIONS & APPLICATIONS
BOILER CONFIGURATIONS
Gravity hot water
Forced hot water
Diverter tee
Series loop
Direct return
Reverse return
Pump Return
Air handling systems
Zone Control
Wet-base
Dry-base
Horizontal Tube
Near boiler piping
Radiant
Primary / secondary loop piping
OIL BOILER WITH SPLIT OR HYDRO-AIR AC SYSTEMS
Introduction to oil boiler with split system AC
Electrical layouts
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Specifications
Attic layouts
Crawlspace layouts
Closet layouts
Basement layouts
Ventilation options
Regional considerations
OIL TRANSFER PRINCIPLES
Fundamentals of oil transfer
Basic oil supply circuit
COMBUSTION PROCESS FOR OIL BOILERS
COMBUSTION - FUEL OIL
Describe combustion of fuel oil
Describe carbon dioxide as a product of combustion
Describe air's role in combustion
Describe carbon monoxide as a product of incomplete combustion
Water vapor as product of combustion
Contaminants from improper combustion
Effects of contaminated oil on combustion
FUNDAMENTALS OF OIL COMBUSTION BOILERS
Natural draft oil boilers
Overview of operation for oil boilers
VENT SYSTEMS
Fundamentals of natural draft systems
Natural draft systems with power venters
Vent system options-masonry chimneys, manufactured chimneys
Role of barometric dampers in vent systems
CONTROL FUNCTIONS
Fan control
Heat limit control
Flame proving
Introduction to primary controls
Door interlocks
Room thermostats
ATMOSPHERIC OIL BOILERS - COMPONENTS
OIL SUPPLY SYSTEMS
Above ground tanks
Below ground tanks
Indoor tanks
Supply lines
Filters
Manual shutoffs
Single pipe systems
Two pipe systems
Single pipe to two pipe conversion
Electric shutoffs, solenoids
Check valves
POWER BURNERS
Functions of the power burner
Gun type burners
Single stage pumps/fuel units
Two stage pumps /fuel units
Combustion air blowers
Flame retention heads
Combustion intakes - outdoor
COMBUSTION CHAMBERS
Construction
Refractory
Non refractory
Stainless steel
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Role of configuration in proper combustion
HEAT EXCHANGERS
Construction
Materials
Functions of heat exchanger
NOZZLES
Construction
Flow rates vs. pressure
Angles and patterns
Effects of excess air
Atomization
Selection of nozzles
Effects of viscosity on nozzle flowrate and pattern
Filters for nozzles
COMBUSTION AIR REQUIREMENTS
OUTDOOR AIR SPECIFICATIONS
Attic applications
Crawlspace applications
Closet applications
Basement applications
Outdoor applications
AIR DISTRIBUTION FOR SYSTEMS WITH HOT WATER COILS
DUCT SYSTEMS
Duct system design
Duct configurations
Return configurations
Return grille locations
Supply locations
SUPPLY BLOWERS
Introduction to supply blowers
Supply blowers - types and selection
Blower operation
Fan laws
HYDRONIC DISTRIBUTION
WATER DISTRIBUTION
Pumps
Two way valves
Three way valves
Diverter tee systems
PIPING SYSTEM
Piping system design
Piping configurations
FLUID FLOW
Introduction to circulators
Zone Valves
Flow Checks
Mixing valves
Thermostatic valves
Diverter tee systems
Balancing Zones
Compression / expansion tanks
WIRING LAYOUTS
POWER WIRING
Power wiring for boiler
Power wiring for split system air handler
LOW VOLTAGE
Overview of low voltage wiring
Zone control wiring
Outdoor reset wiring
ELECTROMECHANICAL SENSING CONTROLS
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ELECTROMECHANICAL ROOM THERMOSTATS
Basic thermostat types and operation
Selecting room thermostats and sub-bases
Thermostat terminals and wiring
Using electromechanical thermostats
Selecting location
Role of anticipators in thermostatic control
ELECTROMECHANICAL TEMPERATURE CONTROLS
Introduction to bimetal controls
Disc type temperature limit controls
Fuses and fuse links
Fossil fuel kits
Motor overloads
Stack temperature controls
PRESSURE CONTROLS
Operation of pressure control-power venters
Using pressure controls-power venters
Vacuum relief valve to regulate inlet combustion air
FLUID LEVEL AND FLOW CONTROLS
Operation of low water controls
Using low water controls
Operation of fluid flow switches
Using fluid flow switches
NON-SENSING CONTROLS
RELAYS AND CONTACTORS
Relays and contactors
Relay and contactor operation - inrush and holding
Selecting relays and contactors
Applications for relays and contactors
ELECTRONIC CONTROLS
ELECTRONIC CONTROLLERS
Input / output operations
Logic
ELECTRONIC THERMOSTATS
Fundamentals of electronic thermostats
Selecting electronic thermostats
Electronic thermostat operation
Outdoor Reset Controllers for non-zoned systems
Outdoor Reset Controllers for zone systems (pump and/or zone valves)
ELECTRONIC TMERS
Blower delay timers
Purging timers
PRIMARY CONTROLS
Construction
Operation
APPLIED KNOWLEDGE: REGS, CODES, & DESIGN
REGULATIONS FOR ENVIRONMENTAL PROTECTION
INDOOR AIR QUALITY
Fresh air intake supplies
FUEL HANDLING AND STORAGE REQUIREMENTS
Storage tank regulations-above the ground
Storage tank regulations-below ground
ELECTRICAL CODE
ELECTRIC REQUIREMENT
Overview of electric code
Overcurrent protection
Wiring methods and materials
Line voltage wiring sizing
Low voltage wiring sizing
Conduit sizing
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Definitions
Safety listings - UL / ARL / ETL
STATE AND LOCAL REGULATIONS AND CODES
STATE AND LOCAL REGULATIONS
State licensing requirements for technicians
Use of Carbon Monoxide detectors
Smoke detector requirements
CODES
Plumbing
Municipalities
Oil boilers for light commercial
Oil boilers for residential
FIRE PROTECTION REGULATIONS AND CODES
REQUIRED COMPONENTS
Return air sensors
Fire dampers
Smoke dampers
Components
COMBUSTION AIR
Sizing air intakes in confined spaces
Sources of combustion air
BOILER ACCESS
Access to boiler for service
Access to utilities for service
OIL PIPING
Sizing for capacity
Length limitations
Attachment to appliance
INSTALLATIONS
Installation of oil burning equipment
FIRE PREVENTION
Overview of fire prevention
VENTING REQUIREMENTS
Specifications for venting
Types of venting systems to be used
DESIGN CONSIDERATIONS - COMFORT
TEMPERATURE
Designing for capacity
Using industry standards
HUMIDITY
Role of humidity in comfort
Using industry standards
INDOOR AIR QUALITY
Ventilation - comfort
Air cleaning for comfort
Industry standards for air quality
SOUND LEVEL
Equipment location considerations
Isolation, mounting pad, duct, and structure
DESIGN CONSIDERATIONS - OIL BOILER EQUIPMENT
OIL BOILER WITH SPLIT OR HYDRO-AIR AC SYSTEMS
System designs - closets, basements, etc.
Equipment location
Electrical layouts
Ventilation - fresh air
Regional design considerations
Combustion flue gases
Ventilation - equipment
Condensate drains / pans
Mounting of equipment
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Heating - Hydronics - Oil - Service
(C) 2006 NATE All Rights Reserved
Combustion air
Fuel oil burner - forced air system
VENTING
Sizing flue pipe
Flue pipe layout
Adapting vent draft control - damper
Roof fittings - cap, collar, flashing, etc.
Pipe types - L-metal
DESIGN CONSIDERATIONS - EXTERNAL COMPONENTS
FLUID DISTRIBUTION ACCESSORIES
Distribution for capacity including baseboard, floor, kick-space, panel and other emitters
Distribution for reduced sound including baseboard, floor, kick-space, panel and other emitters
Locations
AIR SIDE ACCESSORIES
Humidifier sizing
Twinning kits
Electronic air cleaners (EAC's)
Selecting diffusers, grilles, registers for systems with distribution devices in ducts.
MECHANICAL CODE
COMBUSTION AIR
Air intakes in confined spaces
Sources of combustion air
BOILER ACCESS
Access to boiler for service
Access to utilities for service
OIL PIPING
Sizing for capacity
Length limitations
Attachment to appliance
WATER PIPING
Cross Contamination/backflow prevention
INDUSTRY STANDARDS
EQUIPMENT STANDARDS
Performance and safety standards
Efficiency requirements
Manufacturers specifications
SYSTEM STANDARDS
Industry standards
BIDS AND PROPOSALS
SYSTEM SIZING
Survey of requirements
Selecting equipment
Sizing components
Adding accessories
Basic calculation of heating loads
ESTIMATING INSTALLATION
Installation price
Understanding proposal forms
Understanding bid forms - bid to specs and flat rate pricing
Legal implications of a bid
EFFECT OF ELECTRICAL SUPPLY ON BID
Effects of electrical power on bid
Electrical analysis – power
Page: 15
Heating - Hydronics - Oil - Service
(C) 2006 NATE All Rights Reserved